Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of VDE stock, worth $88,781. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700
Previous 645
8.53%
Holding current value
$88,781
Previous $78,000
7.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
690Shares Held
22.4MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$307 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$216 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$168 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$126 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$125 Million0.03% of portfolio